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Serenus Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Serenus Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-50,570
Closed -$25.3K – 69
2025
Q1 		$25.3K Sell
50,570
-128
-0.3% -$5.77K ﹤0.01% 63
2024
Q4 		$25.3K Buy
+50,698
New +$2.3M ﹤0.01% 59

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Serenus Wealth Advisors's XLE Position: Q2 2025 in Review

Serenus Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 50,570 shares — an estimated $25.3K sold.

Serenus Wealth Advisors first reported a position in XLE in Q4 2024 and held it in 2 quarters. The position peaked at $25.3K in Q4 2024. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

  • Serenus Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Serenus Wealth Advisors sold 50,570 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $25.3K.
  • Serenus Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
  • Serenus Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $25.3K in Q4 2024.
  • 1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Serenus Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.